(Senior) Wealth Planner & Relationship Manager (w/m/d) 100%

We at Swiss Life Wealth Managers are an up-and-coming and agile startup within the Swiss Life Group. Our team of experienced Financial Consultants supports our customers in all matters relating to private finances and asset management. Our aim is to advise them holistically, independent of product interests, and to offer them solutions tailored individually to their needs. This allows them to make the right decisions for a financially confident future in a self-determined manner and to realize their goals. You can expect an uncomplicated corporate culture, a hands-on mindset, flat hierarchies, and exciting development opportunities. Are you ready for the challenge? (Senior) Wealth Planner & Relationship Manager (w/m/d) 100% Live your ambitions Bern Swiss Life Wealth Management AG Live versatility

Your area of responsibility

• You will take on a leading role in the holistic advice of our customers in wealth planning and organization as well as in retirement planning at the Bern location
• You will independently develop demanding and complex consulting concepts in the areas of investments, wealth organization, and tax optimization and implement them at the highest level
• For our individual asset management mandates, you will undertake continuous support and ensure a high service quality
• As an experienced personality, you will take on professional responsibility, support the construction and further development of the team, and actively participate in the training of employees
• You will appear confidently in target-group-specific customer acquisition such as specialist seminars, webinars, or representative events and significantly drive our growth forward

Live potential

Your strengths

• You have a university degree (Uni/FH), ideally supplemented by further training as a financial planner, and bring several years of experience in holistic wealth planning consulting
• In the areas of investments, retirement, taxes, and financing, you have proven expertise and develop tailor-made solutions for demanding customers
• Entrepreneurial thinking, a will to shape, and an acquisition-strong, cheerful, and positively thinking manner characterize you and drive you to actively advance new topics
• Ideally, you have already managed your own client book in the upper affluent segment and are able to build sustainable customer relationships
• You communicate with style in German (native language); English and other national languages are a plus

Your contact
Petra Bärtsch
Talent Acquisition Partner
About Swiss Life Wealth Managers
Swiss Life Wealth Managers offers demanding private individuals reliable navigation through all financial questions -- whether it is about private pension, financial planning, or asset management. For recruitment agencies: Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications that were submitted via the [Personalvermittler-Portal](< >) after prior arrangement will be considered. Any responsibility for unsolicited applications as well as any fees/costs incurred is rejected. Thank you very much for your understanding. j4id10437556jm j4it1042jm j4iy26jm